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Atlantic Union Bankshares

109 hedge funds and large institutions have $337M invested in Atlantic Union Bankshares in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $273M → $337M (+$63.7M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 108109 (+1)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
36
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$38.3M -$475K -21,387 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.8M -$462K -20,786 -2%
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$20.1M +$19.2M +861,450 New
KAM
4
Keeley Asset Management
Illinois
$19.1M +$18.2M +817,943 New
JP Morgan Chase
5
JP Morgan Chase
New York
$17.9M +$11.4M +511,736 +200%
VNIM
6
Vaughan Nelson Investment Management
Texas
$17M +$16.1M +725,689 New
BFC
7
Banc Funds Company
Illinois
$16.5M +$1.16M +52,000 +8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$16.1M +$2.59M +116,587 +20%
BIT
9
BlackRock Institutional Trust
California
$15.2M +$310K +13,924 +2%
Northern Trust
10
Northern Trust
Illinois
$14.5M +$428K +19,264 +3%
BFA
11
BlackRock Fund Advisors
California
$13.6M +$1.38M +62,200 +12%
SFM
12
Systematic Financial Management
New Jersey
$13.1M +$1.78M +80,090 +17%
LSV Asset Management
13
LSV Asset Management
Illinois
$9.21M +$227K +10,218 +3%
State Street
14
State Street
Massachusetts
$8.35M +$57.9K +2,604 +0.7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$8.3M -$5.33M -239,890 -40%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$6.4M +$3.8M +171,100 +167%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$5.69M -$1.59M -71,454 -23%
GT
18
Glenmede Trust
Pennsylvania
$5.48M +$4.94M +222,110 +2,115%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.02M +$271K +12,178 +8%
NI
20
Numeric Investors
Massachusetts
$3.68M -$2.05M -92,015 -37%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.35M +$1.07M +48,300 +51%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$2.97M +$2.83M +127,102 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.79M +$565K +25,419 +27%
TCIM
24
TIAA CREF Investment Management
New York
$2.28M -$36.2K -1,629 -2%
Wells Fargo
25
Wells Fargo
California
$1.93M -$17.8K -800 -1%